Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
59,076
+656
+1% +$1.98K ﹤0.01% 1345
2025
Q1
$179K Buy
58,420
+20,854
+56% +$63.8K ﹤0.01% 1287
2024
Q4
$133K Buy
37,566
+1,834
+5% +$6.49K ﹤0.01% 1333
2024
Q3
$116K Buy
35,732
+4,000
+13% +$13K ﹤0.01% 1303
2024
Q2
$96.8K Buy
31,732
+5,664
+22% +$17.3K ﹤0.01% 1244
2024
Q1
$74.9K Buy
26,068
+46
+0.2% +$132 ﹤0.01% 1258
2023
Q4
$72.5K Hold
26,022
﹤0.01% 1222
2023
Q3
$63K Buy
+26,022
New +$63K ﹤0.01% 1189